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CRM / Donor Database
CRM / Donor Database
Updated 4 hours ago
Articles
What is a CRM?
Contact Profile Overview
How to Add a Contact
How to Delete a Contact
How to Import Contacts
How to Import Donations
How to Enter an Offline Donation
How to Search/Filter Contacts
Getting Started with Tagging
How to Create Contact Relationships
How to Add a Note to a Contact
How to Add a Custom Field to your Contact Profiles
How to Find and Merge Duplicate Contacts
How to Enter an In-Kind Donation